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AFFMX vs SNGVX
AFFMX vs SNGVX Comparison
Open Charts AFFMX vs SNGVX
AFFMX vs SNGVX Comparison Chart in %
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AFFMX vs. SNGVX commentary
Sep 15, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFFMX is a Hold and SNGVX is a Hold.
FUNDAMENTALS
Fundamentals
AFFMX has more cash in the bank: 12.9B vs. SNGVX (185M). AFFMX pays higher dividends than SNGVX: AFFMX (4.52) vs SNGVX (3.90). AFFMX was incepted earlier than SNGVX: AFFMX (10 years) vs SNGVX (39 years). SNGVX (0.80) is less costly to investors than AFFMX (0.26). AFFMX is a more actively managed with annual turnover of: 58.00 vs. SNGVX (12.51). SNGVX has a lower initial minimum investment than AFFMX: SNGVX (5000) vs AFFMX (1000000). SNGVX annual gain was more profitable for investors over the last year : 0.22 vs. AFFMX (-0.96). SNGVX return over 5 years is better than : 5.61 vs. AFFMX (0.61).
| AFFMX | SNGVX | AFFMX / SNGVX | |
| Total Expense Ratio | 0.26 | 0.80 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 0.80 | 33% |
| Fund Existence | 10 years | 39 years | - |
| Gain YTD | -2.242 | -0.784 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 185M | 6,973% |
| Annual Yield % from dividends | 4.52 | 3.90 | 116% |
| Returns for 1 year | -0.96 | 0.22 | -440% |
| Returns for 3 years | 13.04 | 12.40 | 105% |
| Returns for 5 years | 0.61 | 5.61 | 11% |
| Returns for 10 years | N/A | 16.12 | - |
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